Filed November 9, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Consulting | $17,937 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 7676 FORSYTH BLVD · SAINT LOUIS, MO 631054141 | Accounting | $12,750 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $11,340 |
TIAA10+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $8,347 |
Service code 16 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Consulting | $5,963 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,403 | $69,708+26.8% | $67,560+30.9% | $74,478+18.7% |
| Participation rate | 86.4% | 71.4%+15.0pp | 72.9%+13.5pp | 67.2%+19.2pp |
| Annual return | 10.47% | -40.67%+51.1pp | 3533.50%-3523.0pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $1,422 | $2,715-47.6% | $2,737-48.1% | $2,626-45.9% |
| Participant deferral / active EE | $2,343 | $3,637-35.6% | $4,004-41.5% | $4,350-46.1% |
| Admin fee / account holder | $127 | $887-85.7% | $3,994-96.8% | $1,946-93.5% |